Kaizen Financial Strategies’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Kaizen Financial Strategies’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.08M	Buy	199,338 +105,337	+112%	+$3.11M	1.98%	16
2026 Q1	$2.68M	Buy	94,001 +12,120	+15%	+$336K	1.13%	18
2025 Q4	$2.18M	Sell	81,881 -3,400	-4%	-$88.8K	0.96%	20
2025 Q3	$2.19M	Sell	85,281 -32,352	-28%	-$804K	0.99%	19
2025 Q2	$2.82M	Sell	117,633 -694	-0.6%	-$15.8K	1.43%	16
2025 Q1	$2.72M	Sell	118,327 -324	-0.3%	-$7.67K	1.57%	16
2024 Q4	$2.76M	Buy	118,651 +7,468	+7%	+$178K	1.56%	16
2024 Q3	$2.61M	Buy	111,183 +10,035	+10%	+$227K	1.51%	17
2024 Q2	$2.29M	Buy	101,148 +36,837	+57%	+$797K	1.43%	18
2024 Q1	$1.42M	Buy	64,311 +3,795	+6%	+$79.3K	0.96%	22
2023 Q4	$1.23M	Buy	60,516 +507	+0.8%	+$9.59K	0.93%	23
2023 Q3	$1.1M	Buy	+60,009	New	+$1.14M	0.93%	24

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Kaizen Financial Strategies's FNDB Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 112% in Q2 2026, buying an estimated $3.11M and bringing the position to 199,338 shares worth $6.08M. The position accounts for 1.98% of the portfolio, ranked #16.

Kaizen Financial Strategies first reported a position in FNDB in Q3 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Kaizen Financial Strategies held 199,338 shares of Schwab Fundamental US Broad Market Index ETF worth $6.08M as of Q2 2026.
Kaizen Financial Strategies bought 105,337 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $3.11M.
Schwab Fundamental US Broad Market Index ETF made up 1.98% of Kaizen Financial Strategies's portfolio in Q2 2026, its #16 holding.
Kaizen Financial Strategies first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2023 and has held it in 12 quarters since.
63 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.